Welcome to the SSDT shared reports library.
Contains USAS template report definitions created and shared by other users which can be downloaded and used in your local application. Click on the name of the .rpd-json file to download the definition. Each report definition contains an example (PDF) of what the report looks like once generated.
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Account-Based Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| Budget Expenditures by Month.rpd-json | Click Here | Sorts by full account code and monthly expenditures. Lists a budgets expenditures for each month in the calendar year |
| Budget Summary by Approp.rpd-json | Click Here | Subtotal by Appropriation Account. Option to exclude accounts with all zero amounts. |
| Budget Summary by First Number of Object.rpd-json | Click Here | Subtotal by Object first digit. Ex. All 100s, 200s, 300s, etc. Can be used with Account Filter. Option to exclude accounts with all zero amounts. |
| Budget Summary by Fund, Function, Object with Fund Choice.rpd-json | Click Here | Subtotal by Cash Account, first 2 digits of function, first digit of object. The parameters allow for multiple funds rather than wildcard fund option. |
| Budget Summary Report by Fund .rpd-json | Click Here | Subtotal by Fund. Option to exclude accounts with all zero amounts. |
| Budget Summary by Fund-SCC - Exclude Zeros.rpd-json | Click Here | Subtotal by Fund-SCC. Similar to standard Budget Summary.Option to exclude accounts with all zero amounts. |
| Budget Summary by Object.rpd-json | Click Here | Subtotal by Object.Option to exclude accounts with all zero amounts. |
| Budget Summary by OPU and Approp Description.rpd-json | Click Here | Lists an OPU code followed by an appropriation account description then sorted by ascending full account codes |
| Budget Summary by OPU and Fund-SCC.rpd-json | Click Here | Sorted by OPU then Fund-SCC then sorted by ascending full account codes. |
| Budget Summary with YTD Expenditures.rpd-json | Click Here | Sorts by ascending full account codes. Replaces MTD expenditures with YTD expenditures |
| Cash Summary - Exclude Zeros.rpd-json | Click Here | Cash Summary Report - FINSUMM. Excludes accounts with zero in all columns. |
| APPOBJSEL.rpd-json | Click Here | Appropriation Report Categorized by Object Code. Created to match Classic Report APPOBJSEL Excludes Transfers and Advances |
| Appropriation Summary by Fund.rpd-json | Click Here | Appropriation Report by Fund - Excludes accounts with all zero amounts, Excludes Transfers and Advances |
| Appropriation Summary by Function.rpd-json | Click Here | Appropriation Summary Report - APPSUM. Subtotal by Function. Exclude accounts with all zero amounts and excludes transfers and advances |
| Appropriation Summary by Obj.rpd-json | Click Here | Appropriation Summary Report - Subtotal by Object. Exclude accounts with zero amounts and excludes advances and transfers |
| Appropriation Summary.rpd-json | Click Here | Appropriation Summary Report - Exclude accounts with zero amounts and Excludes Transfers and Advances |
| Appropriation Summary by Fund and Object Code Subtotal Only.rpd-json | Click Here | Appropriation Summary Report - Sorts by fund code then object code. Lists subtotals only for each object code. May want to check the "summary report" option to show just fund/object |
| Revenue Summary - Exclude Zeros.rpd-json | Click Here | Revenue Summary Report - Written to exclude accounts with zero amounts for all columns. District runs instead of SSDT Revenue Summary to prevent seeing all the extra accounts with no activity. |
| Budget Summary with OBJ.rpd-json | Click Here | Budget Summary report with the option of choosing range of objects i.e.: begin obj 100 end obj 299 |
| Budget Summary Multiple Obj.rpd-json | Click Here | Budget Summary report with the option to choose multiple dimensions separated by a comma i.e.: Obj 412,413. Developed to use for multiple objects |
| SSDT Cash Summary - Multiple Funds.rpd-json | Click Here | Cash Summary Report with option to choose multiple funds separated by a comma i.e.: 001,002,006. Developed to use for multiple funds |
| Revenue Summary - Multiple funds separated by comma.rpd-json | Click Here | Revenue Summary Report - Allows you to enter more than one fund separed by a comma i.e. 001,300,006 |
Budgeting Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| BWC Report.rpd-json | Click Here | Fiscal & Year to Date Expenditure amounts report, for general fund salary accounts only, sorted and totaled by function. Same as - BWCRPT Classic Report. Treasurer uses the totals to put into a spreadsheet to calculate the BWC payment. This report is built so you can use it for various funds and objects even though typically you would use 1% object. We have placed this report here as it could be used for budgeting purposes as well as in the Periodic reports area |
| FYTD Cash Appropriated vs Cash Spent.rpd-json | Click Here | This report should be run as a summary report! Lists cash accounts with their Fiscal Year to Date expendable, expended, encumbrance, and unencumbered balance |
| FYTD Appropriated vs Cash Spent.rpd-json | Click Here | Lists cash accounts by full budget account code with their Fiscal Year to Date expendable, expended, encumbrance, and unencumbered balance |
| Budget Transactions Initial Estimates.rpd-json | Click Here | Contains changes made to expenditure accounts initial estimates. The report is built so you can view changes made to initial estimates when applying proposed amounts for initial temporary (full year/not full year) and/or permanent transaction types. Adjustment type transactions are not included on this report. 'Full Year' indicates whether or not full year was checked and 'Replaced' indicates the temporary amounts was replaced with a permanent amount. |
| Revenue Transactions - Initial Estimate.rpd-json | Click Here | Contains changes made to revenue accounts initial estimates. The report is built so you can view changes made to initial estimates when applying proposed amounts for initial temporary (full year/not full year) and/or permanent transaction types. Adjustment type transactions are not included on this report. 'Full Year' indicates whether or not full year was checked and 'Replaced' indicates the temporary amounts was replaced with a permanent amount. |
Transaction-Based Reports
| Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
| Open PO Report with Full Account Code .rpd-json | Click Here | The report has parameters that allow for multiple funds with use of comma separated rather than fund choice with wildcard option |
| PO Detail by Date.rpd-json | Click Here | Purchase order detail report sorted by ascending date. Lists purchase order's one line at a time with information about each PO |
| PO Detail by Full Account Code.rpd-json | Click Here | Purchase Order Detail Report. Subtotal by Full Account Code. |
| PO Detail by Fund and SCC.rpd-json | Click Here | Purchase order detail sorted by fund and then scc code. Also lists item descriptions |
| PO Detail by Fund-SCC.rpd-json | Click Here | Purchase Order Detail Report. Subtotal by full Cash account/Fund-SCC. |
| PO Detail by OPU.rpd-json | Click Here | Purchase order detail sorted by ascending OPU codes. Includes a page break after every OPU code |
| PO Detail with Item Description.rpd-json | Click Here | Standard purchase order detail that includes item description |
| Disbursement Summary by Check type.rpd-json | Click Here | Disbursement Summary report sorted by check type, and then check number. |
| Financial Detail July 1 Cash Balances With Page Break.rpd-json | Click Here | Financial Detail report that includes fiscal year cash balances with a page break after every new Fund-SCC code |
| Financial Detail Report Sorted By OPU Code.rpd-json | Click Here | Standard Financial Detail that sorts by ascending OPU code |
| Financial Detail Sorted By Date Then Fund-SCC.rpd-json | Click Here | Financial Detail that lists transactions by date in ascending order with subtotals for each fund-scc. Also includes the current period's beginning and ending balances |
| Financial Detail Sorted By Fund-SCC and OPU.rpd-json | Click Here | Standard financial detail sorted by cash account (Fund-SCC) then by OPU code. Separates revenue and expenditures |
| Financial Detail Sorted By Fund-SCC and OPU With Separated Revenue and Expenditures.rpd-json | Click Here | Financial Detail that separates revenue and expenditures by OPU code. Also separates full account code into individual columns. Separates revenue and expenditures into separate columns. Vendor number and vendor name added to report |
| CK Run - Outstanding Invoices by Vendor Name.rpd-json | Click Here | Use this report before each check run to compare against paper invoices entered to be sure everything has been included in the check run |
| Requisition Report.rpd-json | Click Here | This is a daily requisition report of what has been entered into the system. You can run this report daily to see what needs converted to PO’s and mailed/ordered/etc. |
| Outstanding Requisitions not yet converted will be reported while including a column for requisitions that have attachments. | ||
| Financial Detail Sorted By Fund and SCC Code With Separated Full Account Codes.rpd-json | Click Here | Financial Detail sorted by cash account (Fund-SCC) with full account codes separated into individual columns. Includes purchase order amounts and remaining encumbrance |
| Financial Detail Sorted By Fund-SCC With Current Balances.rpd-json | Click Here | Financial Detail Sorted by cash account (Fund-SCC) with the current period's current fund balances. Also has a page break after each cash account |
| Financial Detail Sorted By Fund-SCC Code With Separated Full Account Codes.rpd-json | Click Here | Financial Detail sorted by fund and then SCC code. Features the full account code separated into individual columns |
| Financial Detail Sorted By Fund-SCC then Full Account Code.rpd-json | Click Here | Financial Detail that sorts by cash account(Fund-SCC) and ascending full account codes. Includes vendor name and number |
| Financial Detail Sorted By Fund Then SCC With Current Balances and Separated Account Codes.rpd-json | Click Here | Financial Detail that sorts by fund then SCC code and has full account codes in individual columns. Has the current month's beginning and ending balances |
| Receipt Listing Sorted by Fund-SCC.rpd-json | Click Here | Receipt listing report with one line per receipt number with details about each receipt |
| Click Here | Receipt listing report that includes both Receipts and Reductions of Expenditures. (RX) | |
| SSDT Financial Detail Report July 1 Cash Balances - Type Subtotals.rpd-json | Click Here | Financial Detail Report that includes fiscal year cash balances, sorted and subtotaled by Type (PO, Check, Receipt) Keep in mind this reports begins on July 1 through the period you choose so it could be a very lengthy report. |
| Click Here | A listing of all transfer and advance transactions by cash account. Will show Advance Repayment transactions. |
Vendor-Based Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| PO Detail by Vendor Number.rpd-json | Click Here | Purchase Order Deatil Report. Subtotal by Vendor Number. |
| PO Detail by Vendor Primary Name.rpd-json | Click Here | Sorts by vendor's primary names and lists item descriptions with amounts paid |
Periodic Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| PCR - Financial Detail Report.rpd-json | Click Here | Financial Detail Report - Used for Project Cash Requests for Grant Funds |
| Compliance.rpd-json | Click Here | Compliance report - compares Estimated Revenues and Expenditures against Actual Revenues and Expenditures. |
| BWC Report.rpd-json | Click Here | Fiscal & Year to Date Expenditure amounts report, for general fund salary accounts only, sorted and totaled by function. Same as - BWCRPT Classic Report. Treasurer uses the totals to put into a spreadsheet to calculate the BWC payment. This report is built so you can use it for various funds and objects even though typically you would use 1% object. |
| Revenue Account Activity Report with FF Line.rpd-json | Click Here | Revenue Information used for uploading to a third party five year forecasting company |
| Budget Expenditures by Month with FF Line Number.rpd-json | Click Here | Expense Information used for uploading to a third party five year forecasting company |
| PCR Report Multi Fund.rpd-json | Click Here | Select summary on generate screen Financial Detail Report with option to select multiple fund/scc separated by comma. |
Requisition Approval Workflow
| Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
| Requisition Detail report showing requisitions with Workflow Approval Status set to Approved. | ||
| Groups and Group Chains.rpd-json | Click Here | Report displays the Groups and Groups Chains set up for the Requistion Approval Workflow. |
| Click Here | Report displays the Groups, Group Chains and the Users for the Requisition Approval Workflow. | |
| Click Here | User Listing report showing the User's roles and Group Chains. |